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Freestone Grove Partners’s Aaon AAON Stock Holding History

Freestone Grove Partners’s Portfolio AAON Stock Details AAON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.2M Buy
291,896
+288,296
+8,008% +$26.2M 0.17% 189
2025
Q4 		$275K Sell
3,600
-1,756
-33% -$162K ﹤0.01% 669
2025
Q3 		$500K Sell
5,356
-1,823
-25% -$149K ﹤0.01% 534
2025
Q2 		$529K Buy
+7,179
New +$629K ﹤0.01% 518

Other funds holding AAON

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Freestone Grove Partners's AAON Position: Q1 2026 in Review

Freestone Grove Partners increased its Aaon (AAON) stake by 8,008% in Q1 2026, buying an estimated $26.2M and bringing the position to 291,896 shares worth $24.2M. The position accounts for 0.17% of the portfolio, ranked #189.

Freestone Grove Partners first reported a position in AAON in Q2 2025 and has held it in 4 quarters since. 400 funds tracked by Wall St. Rank hold AAON as of Q1 2026.

  • Freestone Grove Partners held 291,896 shares of Aaon worth $24.2M as of Q1 2026.
  • Freestone Grove Partners bought 288,296 Aaon shares in Q1 2026, an estimated $26.2M.
  • Aaon made up 0.17% of Freestone Grove Partners's portfolio in Q1 2026, its #189 holding.
  • Freestone Grove Partners first reported a position in Aaon in Q2 2025 and has held it in 4 quarters since.
  • 400 funds tracked by Wall St. Rank held Aaon as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.